---
title: "How to define and associate contacts?"
slug: "1602862785"
updated: 2026-07-30T07:48:43Z
published: 2026-07-30T07:53:17Z
canonical: "help.ila.cegid.com/1602862785"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to define and associate contacts?

- [x] PT
- [x] ES
- [x] AO
- [x] CV
- [x] MZ
- [x] ST
- [x] GW

- [x] Professional
- [x] Executive
- [x] Public Sector
- [ ] Omnia
- [ ] Evolution

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On the sales opportunities, it is important to **define and associate contacts** to the entities, collection activities and sales opportunities.

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## Define contact for collection activity

Thanks to the CRM integration with the Logistics and Cash Management module, it is possible to **define collection activities for the system operators** and associate the entities and the corresponding pending documents, in order to collect them and, later, update them.

To define a collections activity, follow these steps:

1. Access **Marketing & Sales | Contacts and Opportunities | Resources | Tools | Transforms External Entities**;
2. Select the collection activity;
3. Define the priority and the state;
4. Select the operator responsible for the collection;
5. Specify the activity duration time;
6. On the tab **Entities and Associations,** specify the type and entity;
7. On the tab **Collections** specify the pending documents that will be a part of the collection activity
8. Finally, click **Save**.

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## Associate contacts and sales opportunities

To associate a contact to a sales opportunity, follow these steps:

1. Access **Marketing & Sales | Contacts and Opportunities | Sales Opportunities**;
2. Create a new sales opportunity or edit an existent one;
3. On the tab **Contacts,** specify the contacts associated to the opportunity;
4. Click **Save**.

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## Associate contacts to entities

The contact association allows to **create a list of contacts from different departments and individuals**, and associate them to an entity (Customer or Supplier).

To associate contracts to an entity, follow these steps:

1. Access **Marketing & Sales | Sales** | **Customers**;
2. Create or edit an entity;
3. Access the context menu **CRM** and select the option **Contacts**;
4. Select the**Contact Type** on the column "Contact Type";
5. Specify the contact associated to the entity on the column "Contact";
6. Finally, click **Confirm**.

> [!WARNING]
> In order to associate contacts to entities, you must create them previously.

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## Associate remarks

Associating remarks to contacts has the purpose of **creating small reports** on the activities performed during a period of time.

To associate remarks to a contact, follow these steps:

1. Access **Marketing & Sales | Contacts and Opportunities** | **Contacts**
2. Create or edit a contact;
3. In the **Notes** tab on the context menu grid, activate the option **New;**
4. Specify the necessary information;
5. Click **Save**.